Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.37%
11.42%
6 Months
−0.19%
35.03%
1 Year
10.10%
37.21%
3 Years
12.11%
27.05%
5 Years
13.02%
21.76%
Since Inception
22.34%
19.33%
Fund Age
5 yrs 10 mo
6 yrs 10 mo
AUM
₹7,768.91 Cr
₹2,975 Cr
Alpha – 1 Year
5.38%
23.77%
Alpha – 3 Years
0.02%
6.78%
Information Ratio – 3 Years
0.42
5.24
Volatility – 1 Year
16.46%
18.59%
Volatility – 3 Years
14.48%
19.39%
Beta – 1 Year
0.92
1.23
Beta – 3 Years
0.91
1.12
Sharpe Ratio – 1 Year
0.41
1.44
Sharpe Ratio – 3 Years
0.62
0.98
Worst Rolling Year
10.43%
-6.18%
Value at Worst Rolling Year
₹1.10 Cr
₹0.94 Cr
Deepest Drawdown
−20.45%
—
Recovery Period
240 days
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
19.24%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
—
Number of Stocks
25
14
Portfolio P/E
28.28
25.70
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
—
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%